Steve's Channelling Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Steve's Channelling Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (29424)	10/4/2001 11:07:35 AM
From: marginnayan	of 30051

QCOM update from C.E.Unterberg Towbin dated 10/04 Nextel And Its Commitment To CDMA Nextel’s intention to role out a cdma2000 1x overlay on its existing iDEN network may be in question. Negotiations surrounding the deployment of a CDMA overlay have proven difficult. Present value of potentially foregone royalties, license fees, and chipset sales from Nextel alone, would be roughly equivalent to $2-$3 per QCOM share. We maintain our STRONG BUY rating and $65 price target. ------- From another thread: Message 16451711 I am hearing from hedgie's whom were very bullish a few weeks ago that Qcom may lower forward chip sales to low end of estimate. Apparently a Lehman analyst was the source. Also Subs from Verizon and Japan mediocre to bad. Radio shack reports tomorrow, if those numbers are OK it Q will probably be OK. If 42.5 breaks then there is a long way down to go IMHO, 38-40 also some suport but then WHOOSH. I dont think it will happen but I wouldnt take a shot long here.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next